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Michael Joseph Worthington

Investment adviser representative at Stonebridge Financial Group
10 yearsYears since first job or exam
1 stateRegistered in
$896M
Under 1 yearFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(415) 461-4961stonebridgefinancialgrp.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Stonebridge Financial Group, LLCMar 2026 to now
  2. Equitable Advisors, LLCAug 2016 to Mar 2026
  3. AXA-Advisors, LLCAug 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (CA).

Stonebridge Financial Group

Legal name: Stonebridge Financial Group, LLC

$896M
951Clients
14Advisers
Under 1 yearIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

6645687
340200
Advisor's SEC record
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